SF
SLVP icon

Summit Financial’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Summit Financial’s Portfolio SLVP Stock Details SLVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$814K Hold
26,400
– – 0.01% 907
2026
Q1 		$936K Buy
26,400
+400
+2% +$16K 0.01% 800
2025
Q4 		$891K Hold
26,000
– – 0.01% 706
2025
Q3 		$712K Buy
+26,000
New +$546K 0.01% 761

Other funds holding SLVP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $948M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Financial's SLVP Position: Q2 2026 in Review

Summit Financial held its iShares MSCI Global Silver and Metals Miners ETF (SLVP) position steady in Q2 2026 at 26,400 shares worth $814K. The position accounts for 0.01% of the portfolio, ranked #907.

Summit Financial first reported a position in SLVP in Q3 2025 and has held it in 4 quarters since. The position peaked at $936K in Q1 2026. 123 funds tracked by Wall St. Rank hold SLVP as of Q2 2026.

  • Summit Financial held 26,400 shares of iShares MSCI Global Silver and Metals Miners ETF worth $814K as of Q2 2026.
  • Summit Financial left its iShares MSCI Global Silver and Metals Miners ETF share count unchanged in Q2 2026.
  • iShares MSCI Global Silver and Metals Miners ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #907 holding.
  • Summit Financial first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's iShares MSCI Global Silver and Metals Miners ETF position peaked at $936K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.